Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$19K Sell
2023
Q4
$358K Buy
2023
Q3
$3K Sell
2023
Q2
$58K Sell
2023
Q1
$172K Sell
2022
Q4
$159K Buy
2022
Q3
$144K Buy
2022
Q2
$109K Buy
2022
Q1
$93K Sell
2021
Q4
$367K Buy
2021
Q3
$335K Buy
2021
Q2
Sell
2021
Q1
$296K Buy